On paper, we’re a wealth management firm. In reality, we’re equal parts creative lab, brain trust, and outspoken critics of the financial industry.
What we really are is…
A team of razor-sharp, innovative, collaborative, and creative thinkers with seasoned financial expertise, a renegade spirit, and zero commitment issues.
What we do is…
Provide opportunities for people to use what they have to get where they most want to go—and tap not just their potential for wealth, but their potential for living.
For our clients, we do it in the form of thoughtful, considered, bespoke Private Wealth Design. For our team, we do it by providing opportunities for education, growth, and collaboration, so that they can become not just skilled advisors, but keener thinkers, creative problem solvers, and better humans.
Please Note: The scope of any financial planning and consulting services to be provided depends upon the terms of the engagement, and the specific requests and needs of the client. Monument does not serve as an attorney, accountant, or insurance agent. Monument does not prepare legal documents or tax returns, nor does it sell insurance products.
Your Team at Monument
We believe in the name Monument because it signifies that what you build has value and is worth maintaining—and protecting. Together, we can build something that lasts. This is, in fact, both why our clients come to—and stay with—us for the long haul. Because anything worth building is worth doing not just well, but thoughtfully, sustainably, and in a way that matters to you.
Learn about our open positions and year-round Internship Program!